Civic Intelligence

Afsa Education Foundation

990 • Fiscal year 2018 • EIN 52-1673101

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 08, 2019

919 Eighteenth Street No 300Washington, DC 20006-5503

(202) 466-8611

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

37th percentile

0.07x

Higher debt load relative to assets than 37% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

71st percentile

0.46x

Higher debt load relative to revenue than 71% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

74th percentile

16%

Higher net margin than 74% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

63rd percentile

$154,162

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 14.3% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

15th percentile

-7.2%

Faster asset growth than 15% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

43rd percentile

1.6%

Faster revenue growth than 43% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Assets

Down

$6,885,311

Down $530,444 (-7.2%) from 2017

Net Assets

Down

$6,385,051

Down $426,324 (-6.3%) from 2017

Liabilities

Down

$500,260

Down $104,120 (-17%) from 2017

Revenue

Up

$1,076,495

Up $16,681 (+1.6%) from 2017

Expenses

Up

$901,477

Up $167,830 (+23%) from 2017

Net Income

Down

$175,018

Down $151,149 (-46%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $1,933,259Liabilities 2010: $574,742Net Assets 2010: $1,358,5172010Assets 2011: $3,144,439Liabilities 2011: $646,995Net Assets 2011: $2,497,4442011Assets 2012: $4,883,276Liabilities 2012: $641,885Net Assets 2012: $4,241,3912012Assets 2013: $5,273,506Liabilities 2013: $670,017Net Assets 2013: $4,603,4892013Assets 2014: $5,985,418Liabilities 2014: $648,080Net Assets 2014: $5,337,3382014Assets 2015: $6,028,926Liabilities 2015: $634,347Net Assets 2015: $5,394,5792015Assets 2016: $6,488,251Liabilities 2016: $604,024Net Assets 2016: $5,884,2272016Assets 2017: $7,415,755Liabilities 2017: $604,380Net Assets 2017: $6,811,3752017Assets 2018: $6,885,311Liabilities 2018: $500,260Net Assets 2018: $6,385,0512018Assets 2019: $8,155,594Liabilities 2019: $492,475Net Assets 2019: $7,663,1192019Assets 2020: $9,086,459Liabilities 2020: $322,664Net Assets 2020: $8,763,7952020Assets 2021: $9,903,629Liabilities 2021: $179,353Net Assets 2021: $9,724,2762021Assets 2022: $8,421,256Liabilities 2022: $66,656Net Assets 2022: $8,354,6002022Assets 2023: $9,715,663Liabilities 2023: $44,973Net Assets 2023: $9,670,6902023Assets 2024: $11,006,431Liabilities 2024: $33,581Net Assets 2024: $10,972,8502024

Highlighted filing

2018

Assets$6,885,311
Liabilities$500,260
Net Assets$6,385,051

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0Revenue 2010: $1,764,509Expenses 2010: $671,371Net Income 2010: $1,093,1382010Revenue 2011: $1,657,966Expenses 2011: $644,255Net Income 2011: $1,013,7112011Expenses 2012: $534,0192012Revenue 2013: $780,494Expenses 2013: $667,223Net Income 2013: $113,2712013Revenue 2014: $1,254,697Expenses 2014: $704,217Net Income 2014: $550,4802014Revenue 2015: $983,676Expenses 2015: $734,866Net Income 2015: $248,8102015Revenue 2016: $920,410Expenses 2016: $720,326Net Income 2016: $200,0842016Revenue 2017: $1,059,814Expenses 2017: $733,647Net Income 2017: $326,1672017Revenue 2018: $1,076,495Expenses 2018: $901,477Net Income 2018: $175,0182018Revenue 2019: $867,052Expenses 2019: $707,337Net Income 2019: $159,7152019Revenue 2020: $633,542Expenses 2020: $488,629Net Income 2020: $144,9132020Revenue 2021: $1,711,456Expenses 2021: $765,102Net Income 2021: $946,3542021Revenue 2022: $1,338,350Expenses 2022: $913,594Net Income 2022: $424,7562022Revenue 2023: $1,385,918Expenses 2023: $912,858Net Income 2023: $473,0602023Revenue 2024: $1,311,398Expenses 2024: $850,586Net Income 2024: $460,8122024

Highlighted filing

2018

Revenue$1,076,495
Expenses$901,477
Net Income$175,018
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 8, 2019
Return Version
2018v3.1
Gross Receipts
$3,915,878
Mission and Program Overview

Mission

To promote awareness of personal money management skills and knowledge that will help consumers realize the benefits of responsible money management and the credit process, and by providing personal finance cirricula to educate students in middle school, high school and college.

The mission of american financial services association education foundation (afsaef) is to educate consumers of all ages on personal finance concepts & help them realize the benefits of responsible money management while gaining a better understanding of the credit process.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,922,708$6,482,026▼ $440,682
Cash and Non-Interest-Bearing Accounts$155,581$198,098▲ $42,517
Land, Buildings, and Equipment, Net$144,211$122,577▼ $21,634
Pledges and Grants Receivable$151,255$42,200▼ $109,055
Prepaid Expenses and Deferred Charges-$33,410-
Accounts Receivable$42,000$7,000▼ $35,000
Total Assets$7,415,755$6,885,311▼ $530,444
Liabilities
Other Liabilities$574,958$497,786▼ $77,172
Deferred Revenue$5,000$0▼ $5,000
Accounts Payable and Accrued Expenses$24,422$2,474▼ $21,948
Total Liabilities$604,380$500,260▼ $104,120
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,575,365$4,873,815▲ $298,450
Temporarily Rstr Net Assets$1,277,549$757,932▼ $519,617
Unrestricted Net Assets$958,461$753,304▼ $205,157
Total Net Assets Fund Balance$6,811,375$6,385,051▼ $426,324
Total Liabilities and Net Assets / Fund Balance$7,415,755$6,885,311▼ $530,444

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$122,577$82,519$205,096

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$5,827,460-▼ $359,597$156,238$5,311,625
2017$5,054,906$298,450▲ $601,942$127,838$5,827,460
2016$4,772,153-▲ $375,039$92,286$5,054,906
2015$4,730,806$163,753▼ $32,932$89,474$4,772,153
2014$4,070,873$517,758▲ $225,699-$4,730,806
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rhonda K AshburnExecutive DirectorFT$101,000$56,762$157,762

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$340,213
Program Service Revenue
$477,900
Investment Income
$258,382
Other Revenue
$0
All Other Contributions
$340,213
Change in Net Assets
$175,018

Audited Revenue Reconciliation

Revenue per Audited Statements
$976,572
Revenue Not Reported on Financial Statements
$99,923
Revenue Not Reported on Form 990
$-281,378
Total Revenue per Audited Statements
$695,194
Total Revenue per Form 990
$1,076,495
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$765,819
Salaries, Compensation, and Employee Benefits$135,658
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$211,848$14,618-$226,466
Fees for Service Investment Mgmnt Fees-$99,923-$99,923
Other Salaries and Wages-$99,750-$99,750
Fees for Services Other$88,697--$88,697
Depreciation Depletion-$27,395-$27,395
Travel$7,497$18,108-$25,605
Other Employee Benefits-$23,283-$23,283
Information Technology$16,868--$16,868
Fees for Services Accounting-$13,648-$13,648
Office Expenses$2,331$5,446-$7,777
Payroll Taxes-$7,558-$7,558
Insurance-$6,015-$6,015
Pension Plan Contributions-$5,067-$5,067
Fees for Services Legal-$4,910-$4,910
Other Expenses$3,229$15,375-$3,229
All Other Expenses-$2,080-$2,080
Total Functional Expenses$558,301$343,176$0$901,477

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,121,518
Total Expenses per Form 990$901,477
Expenses per Audited Statements$801,554
Expenses Not Reported on Form 990$319,964
Expenses Not Reported on Financial Statements$99,923
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Afsa$497,786
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The board receives a complete copy of the form 990 and the executive director reviews the form 990 prior to filing.

Form 990, Part VI, Section B, Line 12C

The board members must complete and file a conflict of interest form each year. Any potential conflicts are reviewed by the board. Affected board members are prohibited from participating in discussions or voting on issues where a conflict might exist.

Form 990, Part VI, Section B, Line 15

American financial services association, an affiliated entity, reviews suggested compensation for afsa foundation president, using comparability data where available. The afsa foundation board of directors has final approval authority over the president's compensation, but does not have an internal process to determine compensation.

Form 990, Part VI, Section C, Line 19

The organization makes copies of its governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Afsa Education Foundation
EIN
52-1673101
Phone
2024668611
Address
919 EIGHTEENTH STREET NO 300, WASHINGTON, DC 20006-5503

Signing Officer

Name
Rhonda Ashburn
Title
Executive Director
Phone
2024668611
Signed
2019-10-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rhonda Ashburn
Formed
1990
Legal Domicile
Dc
Voting Board Members
25
Independent Board Members
25
Employees
0
Volunteers
26

Preparer

Firm
Tate and Tryon
Address
2021 L STREET NW SUITE 400, WASHINGTON, DC 20036
Preparer
Sara Smith
Phone
2022932200
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

The foundation's endowment consists of a traditional donor-restricted endowment fund, the purpose of which is to support operations. The central objective of the foundation's spending policy is to preserve the purchasing power of the assets while simultaneously providing program support and keeping up with inflation. In no event will expenditure be made in such a way as to deplete the endowment fund below the contributed corpus. Each year, the spending policy allows appropriations from the endowment fund equal to ninety percent (90%) of interest and dividends.

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IRS990/ActivityOrMissionDesc0THE MISSION OF AMERICAN FINANCIAL SERVICES ASSOCIATION EDUCATION FOUNDATION (AFSAEF) IS TO EDUCATE CONSUMERS OF ALL AGES ON PERSONAL FINANCE CONCEPTS & HELP THEM REALIZE THE BENEFITS OF RESPONSIBLE MONEY MANAGEMENT WHILE GAINING A BETTER UNDERSTANDING OF THE CREDIT PROCESS.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2519162
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IRS990/Form990PartVIISectionAGrp/PersonNm1JONATHON L LEVIN
IRS990/Form990PartVIISectionAGrp/PersonNm2VIRGINIA C HERRING
IRS990/Form990PartVIISectionAGrp/PersonNm3WILLIAM C DUNKELBERG PHD
IRS990/Form990PartVIISectionAGrp/PersonNm4JOE H BURGAMY
IRS990/Form990PartVIISectionAGrp/PersonNm5ANN BYBEE
IRS990/Form990PartVIISectionAGrp/PersonNm6JEFFREY CASEY
IRS990/Form990PartVIISectionAGrp/PersonNm7KEVIN JAMES CULLUM
IRS990/Form990PartVIISectionAGrp/PersonNm8REX J ELLISON
IRS990/Form990PartVIISectionAGrp/PersonNm9FREDERICK W GEISSINGER
IRS990/Form990PartVIISectionAGrp/PersonNm10TIM HARRELSON
IRS990/Form990PartVIISectionAGrp/PersonNm11PHIL E HITZ
IRS990/Form990PartVIISectionAGrp/PersonNm12JOSHUA C JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm13DALE A JONES
IRS990/Form990PartVIISectionAGrp/PersonNm14MARTIN E LESS
IRS990/Form990PartVIISectionAGrp/PersonNm15MARY H MCDOWELL
IRS990/Form990PartVIISectionAGrp/PersonNm16ANDREW MORRISON
IRS990/Form990PartVIISectionAGrp/PersonNm17RICHARD H PARKER JR
IRS990/Form990PartVIISectionAGrp/PersonNm18KATHY RUBLE
IRS990/Form990PartVIISectionAGrp/PersonNm19JAMES W SCHNEIDER
IRS990/Form990PartVIISectionAGrp/PersonNm20JOHN SHORT
IRS990/Form990PartVIISectionAGrp/PersonNm21CHRIS STINEBERT
IRS990/Form990PartVIISectionAGrp/PersonNm22ROBERT TROJAN
IRS990/Form990PartVIISectionAGrp/PersonNm23MARGUERITE Y WATANABE
IRS990/Form990PartVIISectionAGrp/PersonNm24ELIZABETH WEBB
IRS990/Form990PartVIISectionAGrp/PersonNm25RHONDA K ASHBURN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25135000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt046595
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02885978
IRS990/GrossReceiptsAmt03915878
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt025
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt016868
IRS990/InformationTechnologyGrp/TotalAmt016868
IRS990/InsuranceGrp/ManagementAndGeneralAmt06015
IRS990/InsuranceGrp/TotalAmt06015
IRS990/InvestmentIncomeGrp/ExclusionAmt0211787
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0211787
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06922708
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06482026
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt082519
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0144211
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0122577
IRS990/LandBldgEquipCostOrOtherBssAmt0205096
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02839383
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE AWARENESS OF PERSONAL MONEY MANAGEMENT SKILLS AND KNOWLEDGE THAT WILL HELP CONSUMERS REALIZE THE BENEFITS OF RESPONSIBLE MONEY MANAGEMENT AND THE CREDIT PROCESS, AND BY PROVIDING PERSONAL FINANCE CURRICULA TO EDUCATE STUDENTS IN MIDDLE SCHOOL, HIGH SCHOOL AND COLLEGE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06811375
IRS990/NetAssetsOrFundBalancesEOYAmt06385051
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt046595
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt046595
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-601342
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05446
IRS990/OfficeExpensesGrp/ProgramServicesAmt02331
IRS990/OfficeExpensesGrp/TotalAmt07777
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt023283
IRS990/OtherEmployeeBenefitsGrp/TotalAmt023283
IRS990/OtherExpensesGrp/Desc0EDUCATION & TRAINING
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2SPONSORSHIPS
IRS990/OtherExpensesGrp/Desc3AWARDS/PLAQUES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015375
IRS990/OtherExpensesGrp/ProgramServicesAmt0223931
IRS990/OtherExpensesGrp/ProgramServicesAmt13900
IRS990/OtherExpensesGrp/ProgramServicesAmt23229
IRS990/OtherExpensesGrp/TotalAmt0223931
IRS990/OtherExpensesGrp/TotalAmt115375
IRS990/OtherExpensesGrp/TotalAmt23900
IRS990/OtherExpensesGrp/TotalAmt33229
IRS990/OtherLiabilitiesGrp/BOYAmt0574958
IRS990/OtherLiabilitiesGrp/EOYAmt0497786
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt099750
IRS990/OtherSalariesAndWagesGrp/TotalAmt099750
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07558
IRS990/PayrollTaxesGrp/TotalAmt07558
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05067
IRS990/PensionPlanContributionsGrp/TotalAmt05067
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04575365
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04873815
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0151255
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt042200
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt033410
IRS990/PrincipalOfficerNm0RHONDA ASHBURN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0PROFESSIONAL DEVELOPMENT
IRS990/ProgramServiceRevenueGrp/Desc1EDGE REGISTRATIONS
IRS990/ProgramServiceRevenueGrp/Desc2PUBLICATIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0249600
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1228000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2300
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0249600

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$0.03$11.0$1.31$0.85$0.46
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.72$0.04$9.67$1.39$0.91$0.47
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.42$0.07$8.35$1.34$0.91$0.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.90$0.18$9.72$1.71$0.77$0.95
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.09$0.32$8.76$0.63$0.49$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.16$0.49$7.66$0.87$0.71$0.16
2018Detailed filing. Detailed filing data is available for this year.$6.89$0.50$6.39$1.08$0.90$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.42$0.60$6.81$1.06$0.73$0.33
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.49$0.60$5.88$0.92$0.72$0.20
2015Detailed filing. Detailed filing data is available for this year.$6.03$0.63$5.39$0.98$0.73$0.25
2014Detailed filing. Detailed filing data is available for this year.$5.99$0.65$5.34$1.25$0.70$0.55
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.27$0.67$4.60$0.78$0.67$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.88$0.64$4.24$0.53
2011Summary only. Only limited summary data is available for this year.$3.14$0.65$2.50$1.66$0.64$1.01
2010Summary only. Only limited summary data is available for this year.$1.93$0.57$1.36$1.76$0.67$1.09